Sometimes It’s The Little Things That Make The Biggest Difference

As business owners and managers we tend to look for the complex solution to the day-to-day challenges we face. Sometimes the simple solution is all we need; sometimes it just takes someone to lead us in the right direction.

At Regents Bank we continually talk about our consultative approach to banking and that developing personal relationships with our clients is our goal. One of our advisers recently shared with our CEO Dan Yates how an easy solution delivered by the adviser helped a client solve a critical problem for his business. Here is the note that adviser sent to Mr. Yates:


It is the little things that you do as a leader that sometimes have the most impact.  A while back you recommended we read “Delivering Happiness” by Tony Hsieh. I did.  Then, you accompanied me on the prospect call to (a local company) and we met with David C.  I had breakfast with him the following week and we continued to develop our relationship.  We learned that our corporate cultures of helping others were congruent and I’m pleased to say that David is now a happy Regents Bank client.

David chose Regents because in our early meetings, as we got to know each other, he shared that his primary business challenge was employee turnover for a certain job class in his company. I asked him if he had developed a “culture” yet.  He said he had thought of it but needed to apply more effort. I bought him “Delivering Happiness” by Tony Hsieh. He read that, followed it up with two other culture books that Tony Hsieh recommends, then he took the “culture” issue to his Vistagescreen-shot-2016-09-13-at-11-07-51-am group and they helped him process it and create a value statement that would have a real and lasting impact for his company.

At our meeting today he was so proud of their new company value statement that he had it printed and ready for me to see.  He was also very proud to share it at the all-employee meeting they had held the day before to launch their new company values.  He now uses the new culture/value strategy when hiring and when working out company problems.  He literally said he owed it all to me and Regents Bank. Is that consultative banking or what!!  This issue has NOTHING to do with bank products and services! I’m proud to be with Regents Bank and developing long-term relationships with my clients and that I can truly help them build their businesses and their dreams.

Regents Bank San Diego Banker

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Posted on July 13, 2012, in Consultative Banking and tagged , , , . Bookmark the permalink. Leave a comment.

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